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HomeMy WebLinkAboutOC1968-0957 - ESTATE OF DONALDSONI ,'.'. \.! ~...,~'-=-4 eoy -. PETITION 'SUR AUDIT• IN THE ORPHANS'COURT·OF WASHINGTON COUNTY Testate ~QrJ Estate of..LAl1RA..M....DONALDSON,a.fk/.a._ . ................$.S .J.ORN..M••..DaNALDsON - . Deceased No 63~6.8.~95.7.. Fiduciary_.Jss..R .DONALDSON..and . MARGARET B~'DONALDSON Executors................................................,-. Date of Date of Decedent's death JJ;Jly..lth.,J..19.§.8 Grant of Letters JJ.\ly...15.th 19.68;:~. This is the :F..:J..~~.·~..~m9...f.~m\).,:acco~;,t fi led in this estate , If there have been former qccounts filed in this estate,list file number or number and term . .............................................................................None . Election to take Date Election Place of; Under or Against will.(cross out one)Neither Filed Record__. Name of surviving spouse Nane _,_: _ _ _ _ . List issue,where material: JAMES R.DONALDSON MARGARET B..DONALDSON Son Daughter Did decedent marry after execution of will?{indicate}"XJGC No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them _ _ _ . ,..............-_-.---_____.--_-_._--_-__--_-_--. Leg.atees JAMES R.DONALDSON MARGARET B.DONALDSON Relationship Son Daughter Interest 1/2 remainder 1/2 remainder Fiduciary,if deceased or not sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:'Revoked: None None .Lapsed:Abated:-~.Give Cause: 'Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitle9 to notice (Court Rufe No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ '.~If any exception give cause:. File copy of Notice and date of mailing J~~L~.Q.~J..c;:.~..~:i.J.~.4...~~A~~Q~n~~JJ..t.~..~.t.e....a.ls.~~.:the..hei~a ..at..law . .. r LAURA M.DONALDSON ESTATE 63-68-957 ,The Audit Petition and accompanying papers are filed herewith.There are no unpaid creditors.The balance for distribution should be distributed 1/2 to each child. The estimated amount to be received from the Estate of Ralph R.McIlvaine,audited this term at 63-68-356,is set out in the Inventory at $5,000.00.Some correction may have to be made in this figure. None Give reference to such parts of the will as require interpretation by the Court;a refere'nce to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: ..o Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) $...,,':'..,9 -................-.. $,-.:0 -.:. $.2J.t.~9.2.•.Q3....•..••.••••••• Balance for distribution $::'0 ':'.$23,692.63 If balance for distri?ution is not in cash,list each item held in kind,giving appraised Value.(or distribution Value); J'Cash =-,;../~# If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.Exemptioa..lis.ted...i~. Account by Margaret B.Donaldson,daughter of deceased, who made her home with decedent. List any advancement or distribution on account that has been made,and nature and amount of same: Suggested distribution of balance shown,both as to principal ahd income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: JAMES R.DONAIDS0N MARGARET B.DONALDSON COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. Son Daughter lt~~emainder 1/2 remainder The above named Fiduciary or representative thereof, being duly aworn doth depose and say that the facts set forth in the foregoing petition are true to the best of their knowledge and belief. IAndyourpetitionerwillever pray,etc. ............................................................................................................'!'. ..........~~.'?~.~to and subscribed before &. "Jtv 1"/~me thiS..l7--..:::..daY.,ot ~J:~h.f!/i 19 6.9... -(J........... •'~r'2J.:;{!('"It wJ..am R.ll)onaldson~;;7 •';r-~,Signature of Officer....;.,......... . .. . .-:Notary PubHc ...a.......~.~•.LQ~~.Trtle of Off,cer·-lia&hingtnn.··W••MIi ·on··Conn",..··Pa.~(lfargaret B.Donaldson) . .My Comm~ssion Expires Mar.26,1969 Office explres....~~................................•............................. ".,, ( ~~ t '" No.•....•••.63."!!.68."!!.9.5.7....•...........•..•........•.... Estate of...UJJM..M•..P.Q.~IP..$.QN,...~L~L~.... __~~~~2~..~.~..~Q~~.~~.~. Deceased Fiduciary ..1AMEs..R .DONALDSON..and.. •••...••~~~~..~.~..~~.~~.~.~~!...~~~??~~~~ PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary wi II submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. .............J~a ..R•...P.O'NAJ..P.S.QN __. Attorney ~2 r:JLED 1969 APR 21 Ar'1 9:54 RUSSELL MARINOREGISTEROFWILLS f "),',_ ,\~~,'~~, ~"J'",> ,,/~.~.......,~k....3'>,F~".'"<<!I,~:"J i .--'\';, •0.".0'0 ./.? "f'r ~ " , ---------------------------------,. J 11n 1l1r t@rp~nnH·Ulnurt of maH~ingtnn (!Inunt!} In the matter of the Audit of Acc«;lunt in Estate of LAURA M.DONALDSON,·a/k/a MRS.JOHN M.DONALDSON TO .THE AUDITING JUDGE: No.,_-'6....3.....-.".2C3<8_-"-'95....7L.--__"'1!t'----,-k.~ Enter__~m:.yL._--'appearance for ...,...::A::.c=.c.::.::ou=n:::t:::a:::n:..:t:..:s=--------~--------- ~~~d'Y of Mar~h •19 ~ N.B.-Counsel ·shall,by separate paper,present a conciS3 statement <>f each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated ill a separatE paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. I, -111~ i1 Cot'-t I>- ....::: Q) 0 I 1':1 !,Cl> t<j I 1-0 o'0 ,...;...,~ ..., al !lS' I ..., ...,t<j I < <IJ -ril J4 :z-eo..,/ oS -G ::+I !lS 9 0 •1-.::+J,..., d .. :::l :z-oe('-_..~,...0 0 :z:0 lI"I 0 () p::.. ()CI)g ::>~.0 0\<9 N I f';<, "', 00 ...«\.9 , 0 ~\0 ...,:t I ;a 0 M ::l ~:z-~ \0 <:=::+•0Cl>:t .... 1-0 '-t >:l §Cot I....t<j CI) ~$.t Ic:i ~ Z ~i .-~~~- S111~A .:lO H31sm3H ONIH'1W 113SS0H ~s :6 HV lG CldV 6961 031\j '. j ______________----------'--~--...._1 '.'__/~_~ In t4e ESTATE OF aramt af Q!ammnn 'lens af IIns4ingmn Q!nunty. 'ennsyluuuiu.®rp4uun·Q!aun !liutswu N 63-68-957o.._"--';~~:'-"'::::':::"'!"'_ '.yr" / Laura M.Donaldson,a/k/a Mrs.John M.Donaldson, Deceased. In the matterofthe First and Final Account of James R,Donaldson and Margaret B,Donaldson,Executors ADJUDICATION AND DECREE And now A ril '19..illL-this matter came on for hearing, audit and distribution at this session and testimo taken;'and the;eupon,upon due consideration th~~of.the b,olance for distribution in 'the liands of the Ac.cQuntant.is detern:ir:ed to be$~;),082.oj.and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in ac:cordonce with .the schedule of distribution hereto attached and made a port hereof,unless exceptIons hereto be flied sec.reg.or an appeal be token herefrom sec.leg.'--:; SCHEDULE OF DISTRIBUTION Balance per account~_ 8alonce _ Deduct Clerk's Costs &Receipts _ Attorney James R.Donaldson Russell Marino,Clerk 0,C.,costs in certifying real estate to Recorder, John D.Woodward,Recorder,costs recording certification of real estate, Russell Marino,Agent,transfer inheritance tax, Debit -distribution from 63 -68-356 in excess of appraised value, James R.Donaldson,son,1/2 balance,including cash and an undivided 1/6 interest in real estate as hereinbelov described,held in kind and distributed as such atlthe appraised value, Margaret B.Donaldson,daughter,1/2 balance,including cash and an undivided 1/6 interest in real estate as hereinbelow described,held in kind and distributed as such at the appraised value, $23,692.63 $23,692.63 40,00 $23,652.63 PJ2."I~.60 4-11-1a _i-JI.,y; R ~'1.()() 4.00 ~..id~,illO.e. $23,648.n.~Ai.///7/7t1-;1 /~'''16''01f.50 .-?'9t) $23,641,ltfJ" 1238,23 $22,402.90 P&./.1"1.(,1'~4-/1-70 834.24 ~....QO~4'.¥ $23,237.1 11618,57 11618,57 No balance J ~I ":, J ....". '~I 0 ~ ....~5" f z n ;....? 0 ~. c:CD ~a 3a0~;:;. .... ,./..-.ta .. t ~ 0........ " :r ....'\.'=CD "'.I.ta~ ....,....~ ::i~~ ~,J . \' J .( ." v.,....1 \'. .'J J •..J \ oJ J .,..J J I -4't d'-.....~'. REAL ESTATE TO BE CERTIFIED TO THE RECORDER F WASH GTON COUNTY BY THE CLERK OF THE ORPHANS COURT Laura M.Donaldson,a/k/a Mrs.John M.Donaldson,gr nto:'by i undivided 1/2 interest in real estate to James R.Donalds n; Donaldson,grantee by intestacy of an undivided 1/2 inter st;each ndivided interest being in and to all the right,title and interest of he deceased grantor in •l parcel described as follows: .' An undivided one-third interest in and to ALL that certain I of ground. situate in the Borough of East Washington,-Washington Co bounded and described as fo llows: BEGlliNlliG at a point on tne Easterly side of an a ley show on the Wade Plan,recorded in Plan Book 1,Page 44,and now known s Hemloc Alley,said point being distant 360 feet in a Southerly direction from t e Southe ly line of East Wheeling Street,and being the Northwesterly corner of ~ot of lexander t of the alley, as hereinbefore dedicated by deed recorded in Deed Book of beginning. SUBJECT ALSO to the rights of the Borough of Ea t Vitashin ton for the Westerly boundary of the lot hereby conveyed,for public SUBJECT to the dedication of a strip of land fO'~r f et in wid h,along the Murdoch;thence along the Easterly side of Hemlock Alle Ne,rth 3 7 1 East 120 ofeettoapoint;thence South 59 56 1 East 196.90 feet to a point;th nce by land formerly of the John W.Donnan Trust South 300 7'West 20 feet to a point; othencebylotofAlexanderMurdoch,North 59 56'West 1 6.90 fee to the place construction and maintenance of a sanitary sewer through the prem·ses above described,and further subject to any existing pipe line ri hts of wa . See Certificatien of Real Estate in the Estate of Jo of record in Deed Book 1198,page 600. CERTIFIED TO RECORDER:A RIL 17,1970 ('J ~",, .......'.,"-. ~ '.--0 L!-L '-t\,~, ~ :J Z "'::t n ....? (sl U'\i 0 :T at' c:(l) :J •• 0 ....3 0'1 en ....-t\ 0 0 0 0-' t"\ -t\.... t ..Z..J ~ at ::::::--' .., W a::~~ 0 ./ <r:«-Lu- ..... ..--J .... 0 ;: :T .....'-"J...JCl:: (l) .-(\J ui.LJ LL. Ch..... ~" cn~~::;><.:J & o::Ll.Ja:: :ffi ~ c»-~~.j . ~~ '\ "J'H·'--- ,...>J " ~ ~.J " ~ ..J J ' J \,,I \~.. ~---~---------------------------------------~_.----.-.-~-... ./ CltnmmnuUtta1t4 nf t3tunsylnauiu,t(ss.IhUi~it1gtOt1 mOUt1tg,) KNOW ALL MEN BY THESE PRESENTS:Whereas,at VVashington,in the County aforesaid on the 15th day of July A.D.19 68,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and 10r the County of V·/ashington,in the Commonwealth of Pennsylvania, the last Will and Testament of LAURA M.DONAIDSON,also lmown as MRS.JOHN M.DONALDSON, late of The Borough of East Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitt:d to probate;and JAMES R.DONJiLDSON and MARGARET B.DONALDSON the ExecutorS 111 said Will and Testament named,having appeared hefore me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said JAMES R.DONALDSON and MARGARE':'B.DONALDSON committing unto the m the administration of all and singU'lar the goods and chattels,rights and·credits,which were of said deceased,and requiring t b e m to exhibit a true and perfect inventory thereof inte the Register's Ofice,at Washington,within ninety days ·from the date hereof,and to render a just and true account of said administration a:the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WfliEREOF,I have hereunto set my hapc and the seal of said Office at Washington,this\-.-- day of'J U 1 Y . f i f teen t h in t:1e year of our Lord one thousand.-- nine hundred and six t i g h t. ~7n ............~-t':L(.~. .Register ·.- -."""""-.-.-~--- ." . I ......;\.-. ". ;";-;";'",_~;;~:"'~~'..,.;:•.•:.'-:.~;:.~:_"';..~""-,.,;'.;~~~~A··::_''';;''''.'''-:':;';-:.:......--..•"::,,->.<~:....- •1.\I...."...... I,LAURA M.DONALDSON,of the Borough of East Washington,Washing- ton County,Pennsylvania,do hereby make my Last Will and Testament and revoke all' I • Wills by me at any time heretofore made. I make this Will for the sole purpose of appointing Executors. ·1 nominate,constitute and appoint my son,JA}ms R.DONALDSON,and my daughter,MARGARET B.DONALDSON,Executors of this my Last Will an4 Testament. IN WITNESS WHEREOF,I have hereunto set my hand and seal this [(/tj( day of October,1963. I'".e'l ('I ..,...;I.,/!/.-;>-;p;~/.[./..:4'·'7L-'..,-'<:v _~SEAL) Donaldson).I I Signed,sealed,published and declared by the above named Testatrix; as and for her Last Will and Testament,in the presence of us,who,at ~er request! in her presence,and in the presence of each other,have hereunto subscribed our c names as witnesse~thereto. .. I !I ·1I I I .......':.. i\ffi~nuit (tf)f iExrrutnr (@r i\~mintatrntnr ~tatt nf 'tnnsyluuniu,~ss: (!tnunty nf lJusl1ingtnn \ Personally before me,the undersigned authority,a No.tar.y,EMp.li~in and for said County and State,appeared....J'Al:tES....R~....DQNAUlS.~B &...MAB.GAREI...ll.....nONAWS.ON who,being duly I1D'iin~:cW6WJdDgJ~';,3nl<fls and says that the ya~the executos BK~of the estate of MRS··JOHN..HlI..·OONALDSON ··_deceased,that the fQ~going schedules constitute?aLAURAM.DONALDSON,a/k a complete inventory and·appraisement of the real and personal estate of...!tR5.....-.iOHN...M....OONAl;DS6N........' deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's deat based upon a just ap aisement of each item made by the above named ExecutorS 8tolOlNiiiamdlacc t J ./P If ,#'., '.•"'?r clv ~.oA {J 1-1/\/XV~A "J,.,Sworn and subscrzbed before me thlS ~~'\r',£/.\//J day ~......~apJ.1a;r~.~\..:......fl.~19 ~~;;.~~;:;:~~:~i~~...~~~~~ .....".V~...~...~.,,:b4CU ..~t L...ittl"'~o~I Ef.~\;;~...\....~r.,.t,.:'\jl~s"~c':d0" ::1\.1 o\.'FYDITIONAL INSTRUCTIONS 1.An inventoryJoust be filed within three months after appointment of personal representative. 2.A supplqnenfal inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.. REFERENCE FOR ADDITIONAL COPY Act of.1947 P.L.513 Sec.5.2,72 P.S.4844.2 lInutntnry nnil1\ppraisrWttlt of the goods and chattels,rights and credits which LAURA M.DONAIJ>SON,a/k/a were of -MRSw.·..JQHN.~..M »gNAlaD&Qll.Jate of th.e BgrgYih o.f .E.as.t..Ha,&.hingtQu . Washington County,Pa.,taken and made in conformity with the abrroe affidavit. DATE QF DEATH:July.7thj 1968 PERSONAL PROPERTY DOLLARS CENT,S Pittsburgh Home Savings &Loan Assoc. First Federal Savings &Loan,Washington Checking Account -Mellon National Bank &Trust Co. HOUSEHOLD FURNITURE: Bedroom:Bed,Dresser &Wash Stand (All Old) Rug Bedroom:Dresser,Chest &.Brass Bed (All Old) 2 Chairs &Rug Bedroom:Iron Bed Chest Chair Dining Room:_ Table,7 Chairs &Buffet (Old)' Table Silverware Hall &Living Room: Settee Chair Table 2 Lamps Sofa &Chair (Old)• 2 Chairs Carr'd.For'd. 10,000 00 9,000 00 670 43 25 00 2 00 25 00 5 00 5 00 2 00 2 00 ~ 25 00 i 10 00 50 00 10 00 3 00 3 00 4 00 I500 2 00 19,848 43 tII) "'>y''\""' ...~.~'~-\.~,',~...,.... ~~.~.-.:...:;- ~ ..... r Brought Forld. Kitchen:Dishes Pots &Pans Tools Jewelry -Old Earrings &Obsolete Pins Interest in Estate of Ralph R.McIlvaine,Decld. No.63-38-356 REAL ESTATE DOLLARS 19,848 15 5 25 10 5,000 $24,903 CENTS 43 00 00 00 00 00 43 Undivided 1/3rd interest in vacant lots situate in the Borough of East Washington,Washington County,Pa., fronting 120 feet on Hemlock Alley and extending back 196.9 feet to small run -See D.B.629,p.524 for description _ Property adjoins Home Laundry ~3~0~0~~0~0 _ TOT A L ------------=$=:25::!,=2=03======4=:3 '~, I>.'\I 1~ (~ I " ~. '~. t ~i"f.· /31,/ tAJ ~~/~/.-90/ INVENTORY &APPRAISEMENT IN '!HE ESTATE OF LAURA M.DONALDSON, a/k/a MRS.JOHN M.DONALDSON Filed-------- ':. •j'J,... The First and Final Account of JAMES R.DONALDSON and MARGARET B.DONALDSON, Executors of the Last Will and Testament of LAURA M.DONALDSON,also known as MRS.JOHN M.DONALDSON,Deceased,late of the Borough of East Washington, Washington County,Pennsylvania. The Accountants are charged as follows~ PRINCIPAL PERSONALTY , To Amount of Inventory &Appraisement I~COME PERSONALTY $25,903.43 West Penn Power Co.Dividends Duquesne Light Co.Dividends Pittsburgh Home Savings &Loan Interest First Federal Savings &Loan Interest $28.13 10.38 225.00 168.75 432.26 PRINCIPAL REALTY To Amount of Inventory &Appraisement INCOME REALTY NONE 300.00 TOTAL CHARGES ------------------------$26,635.69 The Accountants claim credit as follows: PRINCIPAL PERSONALTY Administrative Expenses,Preferred Debts, and Other Debts &Taxes,as set forth in SCHEDULE "A"$2,943.06 TOTAL CREDITS ------------------------$2,943.06 BALANCE FOR DISTRIBUTION ------------------------------------------$23,692.63 ,• ., j: S C H E D U L E "A" ADMINISTRATIVE EXPENSES: 1 9 6 8---- Russell Marino,Register Filing Account July 22 Russell Marino,Register 1 Short Certificate July 16 Russell Marino,Register Letters Testamentary Aug.7 Washington County Reports Advertising Letters $17.00 1.00 14.00 14.00 6.50 6.00 NONE NONE NONE 16.00 Attorney's Fee Executor's Commission Notary Advertising Letters Executor's Commission Filing Inventory &Bal.on Letters Margaret B.Donaldson Edith L.Dague James R.Donaldson James R.Donaldson Aug.7 Observer Publishing Co. .!.2!.2 Jan.28 Russell Marino PREFERRED DEBTS: July July 22 Annex Pharmacy 22 Myrtle E.welsh Drug Bill Practical Nurse 14.46 150.00 July 24 Piatt Funeral Home Funeral Bill 1,438.10 Aug.7 M.W.Graham House Call 10.00 196 9---- Jan.2 Margaret B.Donaldson Family Exemption 1,000.00 OTHER DEBTS ~TAXES: .!.2!! July 22 Russell Marino,Agent Payment on inheritance Tax 95.00 Sept.12 Gertrude Hathaway Dec •9 Kurtz Monument Co. .!.2!.2 Jan.2 Second U.P.Church Rental of Invalid Chair 25.00 Marker 110.00 Balance of Pledge 26.00 TOT A L -----------$2,943.06 ----------------_.._------------------------------------------- i Observer Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION EXECUTORS'NOTICE • ESTATE OF Laura M.Don8l.dsoJlla/k/a Mrs.John M.Donaldson,.de- Iceased,late of the BOrOUlihl'6]f'..listWashington,Washington,ty,'Penna.. . ,Letters Testamentary ~o.the! 'estate having been grantedJl-O....thel undersigned,notice is ,heiel:iy givenl to those'indebted thereto to'make!immediate payment,_and fo thoseI having claims or >deman,-to pre·sent them for settlement.'JAMES R.DONALDSONi , !20 South Wade~"Ave-":'Washington,Penna..15301'• MARGARET B.DONALD50r:; 124 South Wade .Ave·, Washington,Penna,'15301Executors-. JAMES R.DONALDSON,At:orney 614 Washington Trust Bldg'I Washington,Penna.1530168188·Fri.·3T W."26782 In compliance with the News,paper Ad·vertising Act of 16 May,1929,' P.L.1784,3JS amended.. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before file,a Notary Public in and for said County and State,,..~.~.~~§?..!~Y.QJL ,who beiIlJg.duly sworn acc<>rding to law,deposes and says tha,t he is the ..,J;xe.c......Y.i.c.e...P.r.e s ident of the Observer Publishing Company,a !"ennsylvania corporation,and its agent in this behalf;that the said Company is>the owner and publisher of the Observer-Reporter,SUCCIessor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily news>paper of general circulation,printed and publis1hed and havin'g its place of busines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been establis'hed and published continuous~yfor more than six months prior to the publication of the notice hereto attached;thllit the printed notice '01'advertisement hereto attached is a eopy of an official advertisement,of,ficial notice;legal notice or legal advertisement,exactly as printed or published in the Observer-Reporter in its regular editions on ·the following date or dates;. .................................Aug.us.t .9...,16.,.&23..:,19.6.8.. that .neither the affiant nOT the·Observer Publishing Company is interested in the subject matter:of s:aid notice or advertising and that all of the allega: tions'of this affidavit as to the time,place anj?;har ter of publication are true.~'I a.-~iZ--d ''7~~~L-_.......,:.........•..... Sworn to and subscribed before me this ~~..day of..A~g,~.§J.......J 968 ....:?£~~~~~... MARGARET M.BRADLEY,NOTARY PUBU~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPlkES MAY 6,1972 Washington County Reports' ~~ Washington,Pennsylvania (PUBLISHED BY WA3HINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In comj::liance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)aDd (25). COUNTY OF WASHINGTON) STATE OF PENl'ISYLVANIA (SS. Personaliy appeared befo:e me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly swarn,deposes and says:that he is the Editorol the WASHINGTON COUNTI REP::>RTS,the official legal periodical for said Washington County,publis'hed wedJy having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COL'NTI REPORTS wa$established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by orde:of the several courts of said County,dated November 11,1920;that the printed netiee or a'dver- tisement attached hereto is a copy of a notice or advertisement,e::::actly as printed or published,which appeared in the said legal periodical in its regular is~ues on the following dates: ..............~~.~.~.~.!!??.?.?..?}.~.'-!.?.~~. that the affiant or the corporation in behalf of which he is acting is :Jot interested in the subject natte f s 'd notice or adverlt~nd that all 0,f the allegations of this affidavit as to e'e,place d char~.t~i<,!t.~true. ......................_. Estate Notices The Register of Wills has granted letters, :estamentary ,x of administration,in the :ollowing estates.Notice is hereby given :0 all persons indebted thereto to make payment without delay aDd to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or tteir Attorneys. • • • • 0 •••••••••••• DONALDSON,LAURA M.,a/k/a MRSJOHNM.DONALDSON,Dec'd.. ~ate of the Borough of East Wash-mgton,Washington County,Pa. Executors:James R.Donaldson 120S.Wade Ave.,Washington,Pa.15301, Margaret 3:Donaldson,124 S.WadeAve"Was.:nngton,Pa.15301 Attorney:James R.Donaldson 614WashingtonTrustBldg.,Washing-ton,Pa.15301 Sworn to and s·Jb~~daJb~e~fo~r!e.2m~e.2t~h~is:...--_..::.>-~ ..?.9..~~.~.t.,196 8.........l!:~c:1..-;. otary Public KATHERINE C.VARD,Notar bile Washington,Washington C .,Pa. My Commission Expires Nove:nber 1,1969 Editor.~:::" STATE OF PENNSYLVANIA, WASHINGTON COUNTY, \. ~55, The w!f1hin named Accountant s being duly sworn according to law,depose and say that the above account as stated is true and correct as t;:b..Ei!y..............••••verily believe. Sworn and subscribed before me this ~.~.~b . ...-"(,~day af~,'-';':r~~1;;--;))~19 ?~. ....,~y~~k:~~-'~,'~"~V"\;_.::'"Il~Aa.1I'U).I.• - :~~"!\DAGU,,-,'"',a~~_,.......;::1:\.>11,.'ashingtO!l county,!:. ....-''H~cb\n'J.on,VI \C "-"lar 2-6,'1!l<lJ,.,'.....Er.p re~II '.. ""'.;.,;;-li';-t.to~\SS\OI1 . ~.....'>-". -----(~ameff~-- ---~~t4-~~--- Washington County,ss:I do certify that I have given legal notice 'to al,l persons concerned of the filing of the within account in the manner prescribed by Stotu1te and RL'le of Court,as evidenced by proofs thereaf med ta Na.//l-j-_j1~t.__________________. Witness my hand and ::lfficial 'seal thJ~_. L#hAP£/~day af.L~rc:-~--:-:--~-~~::::l~::::_:: .~".Register of Wills ""'........0 ...d;::l c;i <1l ~....0 ....d 0 d;::l 0 ;::l0Q)0 ~<).s:l <)<)....<) N ell i <0 <.......-:II ~'zi .i 't:l :zd 0'8 OJ ""'(A~....:»ell 0:ell O!d 0:OJOJtni~I':.en:r-4 en:rn d o "~'ell Z a OJ f3 ......0 NZ,£::0 p.....~....tt.i r:il 0<:...c en ~....<~~l$i ~~C/)..'"".,"',r d ,-Q ~~\0:1-1 •_..J L...,..8°9?i;Qi '8 ~~!0 <)~<).;~i r:il ~ell 0 •='<1l ~"'o :E:Q IQ u f;',....":-1 I.'..d (~Q §!.u E-li QJ 1 ":a tJi tC/)•~R'~.:..... 1-1 ~~rz:l I .,\-\,.j '~~'('Ii io!...c.."~en OJ '4 ~~~Co'-.s:l QJ ~~....A'ES g ~f't:l~ici:::a)Z <..... 4 "";- ./ "=""_.~~~~---------- \, \, \'\"~'.,{;:;:.._.'~:.o........ ..-..-. / /.. '. ~. / \ 'a-l;olSa S!4l U!uO!lnq!JlS,!P JadoJd au!wJ~+ap O.J.palSanbaJ AllnH::>adsaJ S!,J.Jno)a4.L 11 ,I "• .,,.,.-.,--,., :.. '. \. t,.,-. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF LAURA M.DONAlDSON,a/k/a MRS.JOHN M.DONAlDSON, Deceased. ) ( ) ( NO.63-68-957 "PAY.TRANSCRIPT The undersigned hereby acknowledge to have received from the above Estate.. the amounts awarded to each by the Adjudication and Decree of the Orphans'Court at the above number,said amounts appearing opposite the signatures of the undersigned. See_6'r<!:",:"cl I ~te-<?Russell Marino,Clerk O.C.,Costs $40.00 ..7 _ Russell Marino,Clerk O.C.,Costs See cPr/ql-'rrtl-!Pee-.r<9 ecertifyingrealestatetoRecorder4.00 v _ John D.Woodward,Recorder,costs re-See.tJ"";t:1/',,'~1 cl:>etf!lre<e-cording certification of real estate 7.50 .7 _ Russell Marino,Agent,Transfer In- heritance Tax 1,238.23 ----------------- James R.Donaldson,son,1/2 balance Margaret B.Donaldson,daughter, 1/2 balance 11.618'57~ 11,618.57 ~....<.r $,~.I ,. / .,. ," .,.,I' .,' ,#".~'•••;.t. ~.;l~."' " 4 ,.t ,. '.I,..~.\,~",~:"')t:~: ., .. " ,.----,.__..------........._\.~~-~-'"""'''-_..~...----.....,..--..._.......~_.'",,.;-,~......."'&...~ 6%Tax on 150/0 Tax on ; I TOTAL AMOUNT PAIDSEAL 37-131-4' PE.NNSYLVANIA 15301' Dote of Death '7-7-68 \'TASHmGTON, Remarks: ~. NOTE:To b.d.livered to taxpoy.r *:»:;~~~~..::;..,::.D>~)!':""'f'.~_:_·,~~~........=C".~:::::::;!(~f.~RCC-4.(8·68).C~MMONWEALTI-f OF PENNSYLVANIA (~.'lit,t .DEPARTMENT OF REVENUE i."~@ ~~NO,A"u~8494 O'OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX ,~l"'-.\~~.,)r,..~~}J ~RECEIVED Dim HUNDRED FIFTY-SEVEli and 68/100 -- - - - - - - - - - - - - - - -dollo"~ ~JAHES R.&flARGARET B.DOHALDSON -~;XCR.representing Pennsylvania Inheritance or " •.From:c 0 ATTY.JAl-lES R.DONALDSON Estate Tax due from the following estate:~ ~Add,."611,1'iASHTh'GTOO TRUST BUILDIllG .2,.To><on S'"S .r 1,438.54 $_"·....;.;2"""'3............97....5'-".....75........,~_$_----'~=.,~=__~ $--------$---------.1]). %Tax on $$~ Estate Tax,Act of :~ May 7,1927 $--------t~ :A TOTAL TAX CR EDIT $_---=1=:.1..=43=8=•.L.:54J:--_~! Less five percentum of tax if Prev.Pd.1,285.62 ~'J paid within three months after Balance Due 152.92 date of death $_ Plus Interest at the rate of 6 6 ~,_%from 10-7-9 ~ to Date $----..:;;t4;.:..•..L.7.::;.6--)f ."$157.68 ~ c,7-".}( Received by ?/-'~L ~--yzt.",,?-~-Cc:n NOTE:In accepting Ihe transfer Inheritance lox on fulure estoles,prior 10 the death of Ihe life "(Sig notu:?;e ',_,~ lenonl or tenanl for yeors,os evidenced by this recelpl,It Is understood Ihot t~e Commonweolth sholl 'l /")0;..~/'T~/~~ 1, r.nal be precluded.or prevented from hereafler assessing additional InheritancE lox 01 Ihe dealhaflhe II (1/L«;lu-t....//,,~~-'.. ~life lenanl or lenanl for year.whenever It appear.Ihal such ad,dltlanal lox r1Iay be legally due and r "7 I(TltIeI ;A'collectible for any reasonwhotsoever.*..-=-~lt..........................=...C;¥'...J:::JIi'1fJIft:."iA:=:.Hfjj=::·O.~""=•••,4:....ea......~~~ t File No.63-68-957 ~Dote of Payment April 17,1970 -~«,m.of D.,.d.,._--=LA=.:.:URA=.::-.::lv.:.:l.:.....;:DO=.:NA=LD=S::.;O::.:N:.:..--_ ~County HASHINGTON \."," .,.... --------.-----...-~-.....-...-....,.....,.-+._""'"""~~..------__,--~._-.-·-..-----"1""'--'---.....~~-I'F"""~·---".._• ••"J •,#.'_.....~.•-~,•.'1..~••,'.'".'.... :.\..:.\t ••"0t~.. \'1 r,.•" .\'."," \ .,'.. '", ...'.. // •> .; .... .....\j /" ~~//~ ": '-. .,~. IN THE.COURT OF COMMON PLEAS OF WASHINGTON COUNTY,r PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-68-957 ESTATE OF LAURA M.DONALDSON,a/k/a MRS.JOHN M.DONAIDSON, Deceased. "I TRANSCRIPT ~ )0 ~(Il >J:III-:J:Z -G>Z .-I ~,.o~0/z'Z .~;l ' OITl,C,Iz !!1rm(Il C-<-r ...<c )0 ZZGl ); c..»~ rrt >(1) a=u::It.Z~O >0-tZ S;» ~ro(I)oz • r~\ ~,( .{ \\,. PAY :E ::0:p.m ::D (/)G::t c::-,...-(fJ~,rJ)enz---I ..::""~ c,"")i'i1 ~ -j ;0 ~- :;0 • -.,.-or f :::: g ~r::;;-._..r-":>.-\J r-•.- "f>C/>0 ... -...J C::J ::;::. """"C :::0 f''>,,),." "w .-:.. c::::> CO- ....':J".;.Il1'~fo.It;;.,!1i '!,\~,,,~"<f\"~.;'··'-\~~ri_,,~...,t--/:\l~··,·,t.~·,'.....~,~"i:'~"!_"'r,..Jr.~~";:~!~1' t ..~h.j'f '"~.r=·-;:t~~~;"~.•'.fl~~1r,,:,~'..,;"',..t;a-Vt.wr--<~,f}':;~).~'~...~l;tit;~n -......~- '"•fl'/t.1'"J'~-~~4~;:;~~.~:""";<~:"~ -",,=;-1~·.~~.: ~ I~;1. "' ~ "'f"'"./, .-' /' --===-.' JAMES R.DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTO~.7YLVAN'A V' -----, Form RCC-33 RESIDENT DECEDENT 0:3:-G r-1S~7 .-~ COMMONWEALTH OF PENNSYLVANIA :AJJlJ. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..W...A..~~..J.~c;1;Q ~. I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the 'Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Sectio~703 of ._th!.!..Inl).~ritl:l.nce_.an~.E.s~~teTax Act of HI!)!.)'" .,......... .......JAMES R n'ONAIBs.ON..:..&MARGARE.T R DONALDSON . of the estate of the above-named decedent being duly sworn,depose .Eueutor S and say (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. .....,196.8 ,ftestate leaving a last will,copy of which is hereto attached.} (Y~r)LiKQeXKQOC ..J~.s.R.~..nQNALDS.ON ..... 614 ..Washington..TrustBldg.,.Washington,.Penna 15301 .. That as such .Ex~.c.1.1.t~.r.s deponent is familiar with the affairs of said estate and the property con- (ExI!cutor-Adminislrator) stituting the assets thereof and thei~fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of'the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NO E THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached h,ereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died havjng an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fuEy and in detail all personal property wheresover situated owned by the decedent at the time of death;all noneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent'~Ucred1t in banks '-':,..-.of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,i/6;!'i<do'wn to the )ast interest day prior to decedent's death in t~e case of savings banks,and to the ~~t~;of~decedent'sdeath >-•.....~-.....,.jinallothercases;all bonds,postal saVings,treasury certificates or notes and othe,r evidence of in- f-"':'1.4·debtedness of the'United States to the deoedent;all obligations,whether by stat~te ·or agreement they .ft..~are designated as tax free,of the Uni ted States,or any state,or political SUb?tyi·~ion thereof,or of "any ,foreign'country,which are owned at the·time of death;all wearing apparel,jew~rry,,~ilverware,pic- ."..,.,tures,books,works of art,household furniture,horses,carriages,automobiles,b06,.ts,-:,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,togethe-r wi th thelJfairly es timated market value thereof;all bonds and mortgsl!es held by decedent and of all cl!l.ims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,With interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair ma~ket value be less than the face value,it sets forth briefly the reasons for such depreciation'as to ea~h item;all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and a.ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. t • .1.2Q....S.ou.th...Wad.e...A.v.e.•..,Washington,.._.p.a....'--0' (Street Number) .1..?4.~.~.t1,.t:.h W.~4.~Ay..~.u.W.a.~.h1;g,g.to.n.,.P.a .. (City or Town and State) ... • In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also s~ts forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,aDd such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together ,wi th the fair market value thereof,any other property owned or bequeathed by the decedent 'at the ti~e of death.' " The Schedule C attached hereto an'd made part hereof sets forth"a trli~answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transfe~ee and all other facts of a pertinent nature .regarding .said transfers•.In the cas~of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with 'its value,which passes at d~cedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power.of appoint- ment vested in decedent,either individually or jointlY,.py the w.ill,dee~,or other instrument of another, with a copy of the instrument creating such power attached to the schedule• .'. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,.the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It.also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts'and claims owing and Impaid at time of death;taxes accru~d ch~rge.able for period prior to decedent's death.(except.those allowed.under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary• .../::~;:==d'~::;f~~::::t:::~:::~~_ ....L ~MiJ ~::..4fi·.~....b.f~·vu';i\te·..·J.R.D. ,~...-::'O~a.Utl \\0 coutM't''a.,,:;--'t \1~\..\,tlOosb\f.\)\OIl ~r z.6,,\,;)39 M.B.D. -,"""Jlo.'i.b\ncf,on,tr.9\res ~~••\1\m\o.,\OIl1\."Co ••NOTE:Before signing affldavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain'that column #1 in the "SulTUl1ary"has been properly completed as above-directed. RCC-34 (1-64), COMMONWEALTH OF PENNSYLVANIA DEPA,RTMENT OF REVENUE B.UREAU40F COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT' '.SCHEDULE··_IIA" -REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon e'Jch parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Sch~dule liE".Property held by the .decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo(lwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm'state number of a. cres;also statement of mortgage encum~rancesupon each parcel at death of decedent.Taxes,assessments,acqued I,nterest on mortgages,etc.,are to be listed on Schedule "F"and must not b~deducted.from this schedule. Undivided 1/3rd interest ia vacant lots situate in the Borough of East Washington,Washington County,Pa.,fronting 120 feet on Hemlock Alley and extending'back 196.9 feet to small run -See (1)(2)(3)I DEPARTMENT ASSESSED VALUE VALUATIOtol FOR YEAR OF ESTIMATED CAUTION DECEDENT'S ItiARKET VALUE (Do not write DEATH In this spoce) D.B.629,p.524 for description -Property adjoins Home Laundry I Insert this;total opposite II rea l property",Schedule CIA"in the X X X X X IIA's Reported"column on the last page of this return. 300.00 300.00 l'f RCC-35 C~~ONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned,individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,~earing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,.mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. lO.GOO.OO>-",fI.I J.f/' 9,000.00 1*f'IIJ . 670.43 !\"'WJ Item No. ITEM List and describe fully . Pittsburgh Home Savings &Loan Assoc. First Federal Savings &Loan,Washington .Checking Account -Mellon National Bank &Tr.Co. HOUSEHOLD FURNITURE: Bedroom:Bed,Dresser &Wash Stand (All Old) Rug Bedroom:Dresser.Chest &Brass Bed (All Old) 2 Chairs &Rug Bedroom:Iron Bed Chest Chair UNIT VALUE ESTIMATED MARKET VALUE 25.60,"F' 2.00 25.00 5.00 5.GO 2.00 2.00 DEPARTMENT VALUATION (Do not write in this space) Room: Table,7 Chairs &Buffet (Old) Table Silverware Dining Hall &Living Room: Settee Chair Table 2 Lamps Sofa &Chair 2 Chairs Kitchen:Dishes Pots &Pans (Old) 25.00 10.00 50.00 10.00 3.00 3.00 4.00 5.00 2.00 15.00 5.00 Tools Jewelry -Old Earrings &Obs.lete Pins Interest in Estate of Ralph R.MCIlvaine,Decld. No.63-38-356 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 25.00 10.00 I ) 5,eOO.Oo 1/ 24,903.43 II RCC-3b' COM9rON1rEALTH OF PENNSYLVANIA TfuiNSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or LO)No ' (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)~N~o~__ (3)If the answer to {1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1).' (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~N~O~·__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?--------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his lif~or any period which does not in fact end before his death: (a)The possession or enjoyment of or·the right to income from the p~operty transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy tte property transferred or income therefrom?(Answer yes or nO)-~N~o~~_c- (6)If the answer to (5)(b)above is in the affirmative,state'whether the right was reserved in decedent alone or others --:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No. (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transf~rs and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed.or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALliE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE I C.CM}k-)NWE/\LTl-l OF PENNSYLVANIA Tl\i\~SH:lt TKHFlllTANCE TAX RF~InE~T DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nsrRrCTIO~S:This schedule must d.isclose all property,real and personal,own~d by the decedent jointly wi til another or others,including intangibles,s(tanding in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of ·state real·estate value in estate valuation column.Personal propell'ty should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name!unit percentage -"E;tate Address and Relationship of Co-Owners,and Place ;Value Share ValuatiJn of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest In Names of deceased and James R.Donaldson,on 25 Shares Duquesne Light Co.Common Stock oK,~JS--:60@30750.0e 10 Shares West Penn Pewer 4~%Pfd.Stock \C ~Gg,JS-@ 73 3/4 737.50 In Names of deceased and Margaret B.Dona1dso ,dau hter 25 Shares Duquesne Light Co.Common Stock @ 3e· 15 Shares West Penn Power 4~%Pfd.Stock @ 73 3/4 0K 1/2 750.00 1,106.25 1,671.8 ~JS":00 553,/3---- Insert this total opposite "Jointly Owned Property",Schedule "E"i I I /l'J i/o 1 t f thO t 1,671.88'.__---I //v /'tJ Ifinthe"As Reported"column on the as page 0 1S re urn.__. I RCC-37 (i2-63) rOMl\ION:\\~ALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE <CD" BENEFICIARIES,, ,.;. 'j"",.,,,,.RELATIONSHIPBENEFICIARIESANDADDRESS./!;S·t (If step-children or (State full names and addresses of all who illegitimate children have an interest.vested,contingent or-othe-r are involved,set wise,in estate)~forth this fact.) SURVIVED DECEDENT STATE YES OR NO DATE OF BIRTH INTEREST OF BENEFICIARY IN ESTATE TAU1f'C R DONAlDSON __120 ~outh Wade Ave. Washington,Pa.... MARGARET B.DONALDSON 124 South Wade Ave. Washinl!:ton.Pa. Son Daughter Yes Yes ,; 1/2 1/2 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Late of ..tll.a..:B.():r()\1g~...()~...F;E1.5.t:..:w.~.S.ll.i.~.~()n ,.: ~IATTER OF THE APPRAISEMENT LAURA M.DONALDSON,a/k/a REPORT ANO-;APPRAISAL(, t.J (Executor·Administrator must complete "As II .1,'........Reporte'd""column #1.),-<, GJ :t-4 ...,"'t:l ~....:0 I;l et>et>0 ....~til :....::3 til til :::S til 0 :M'(;)'::3 "'t:l..,:~...~....~~til 0 "'t:l 'd~:~et>0-........ (b 0 ~'det>trl ,-:(D ... til :~~....'<~:'"tt....et>:1'1':0!'C:(D :1'1:M''< ;en:n:1:7' :(D:~:c: :~:(D :~=:enc::~II t .~ :>~--0-<~en en (')(') ?'"?'" q ~>;--- -fA "*-00 -fA -fA "*N ON:c-:....::.J:'-..:..:I ..:>:00 :0\:'\0 :w til '":":0 :0 :0 :VI :....:OW :0 ~_ :.:.: I ,.:.('1)......:w :ClO ::~:0 "g-:....:00 :W :0 .......Cl:c...- ,. I ? .Year . IS THE !No. ;J ,- r,.~r.".={r;,--=,.., f'~~~]:;\.;,-..r- ~/; ~I ::q r;l ••"J ~;.0 CJ u>......... lIJ 01 ESTATE OF ..MRS •...JOHN..M.•.DONALDSON .. Deceased OF THE Will ~ Commonwealth of Pennsylvania County of .Was.hingtQn... / ~."*-00 -m -fP.-fA .- ~~.:: I''0-:c~l~ ~::>~"; : :(t.- ""~....l~:-".C".::~:3~":~:~5'.\'.,..,c::",:~c...:0;\\;- f R ~C-81 (2-6~) t" '. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION JM YOUR REPLY PLEA•• REFIR TO 37-1.31-4 NOTICE OF FILING OF APPRAISEMENT JAMES R.DONALDSON &l'fARGARET Bit DONALDSON (Executor~mRty)'. I 1 In Re:Estate 0 f -=LA=URA:;.:;:.:.....=.:~l:..:..•.__=D::..::O:.:.;N::.:A1=D::..::S:.;:O.=N......:a:=l!/..::k:L./a=____ ____---:.\1:.:..:iA:.=.S=::HI==t;;.:~:.=T..::.a:.:.N County -File No.63-68-957 You are hereby notified that the original ,appraisement in the estate of Laura M.Donaldson a!k!a has been filed in the office of the Register of Wills qf Washington County on Februazy 7 ,19 69.Said appraisement reflects'the following valuations: RealEst ate _--'---:-~3;..OO~.:..;OO;...,:.:--__ Personal Property __~24~i~9~O~3~.~43~_ Jt.Held ~fiK,---~1'a...:::6~C/l:::.:.~87-8...,-_ Total ....,-_2~6._.:,8~7L..5U1.~3""'1-·-- As to such ~ax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any ~ax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is a~grieved by an appraisement may appeal therefrom as provided by law. Date -..:.._~F~e~br!..:uar~.M.y_7.1.L'...!!1!:.i!9~6~9-.:.)__Signe~L etf,.n,e ~ Title W.R.CHANEY,CHIEF~PRAI.SER DATE OF DEATH:July 7,1968 Note:This is not a bill. QCC-39 (6-67) ':OMMON!'EALTH OF PENNSYLVANIA T~ANSFER INHERITANCE TAX RESIDENT DECEDENT DONALDSON,LAURA M.a/k/a DONALDSON,MRS.JOHN H. FILE #63-68-957 July 7,1968 SUMMARY I~the undersigned #63 Washington FILE #63-68-95~ the real and personal opposite each item in f'\..EPOHT OF INHERITANCE TAX APPRAISER rluly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","C"and "E". Dated:02-07-69 07-07-68 INHERITA~CE TAX ApPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for , , County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those i terns where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGIST~R OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~A~S~~RE~AP~P~RA~I~S~ED~ $300.00._$300.00 $-----------24-,.9.00...113-._24,903 .43 1,671.88 1,6'71.88 26,875.31 26,S75.31 INVENTORY Heal Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property ·(Schedule E) TOTAL GROSS ASSETS LE~S Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE =====:======.-======"":= Valuation of life estates or annui ties . . . . . • . .*_ ESTATE T~~ASSESShffiNTS ~_ COhfPUTATION OF TAX (:::)As evidencec.by Charitable Exemption Certificates issued by the Secretary of Revenue. $=====:= $------ $-----ct>'~======~=*------ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on $•fi%~_ T ax on $-,~lO%t _ T ax on ~r:.;..!Iff__~$_ T ax on $.__lfi% .Exemptions .__(:::) Total Estate _ 3ALANCE OF INHERITANCE TAX DUE ~"'--------- Add interest at rate of 6%from ________to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_ PAID $ FOH USE OF REGISTER ONLY ADJUSThffiNTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will Administration (No, IN THE ...Year " . MATTER OF THE APPRAISEMENT OF THE 'ESTATE OF .....r...k\IJF..1i..M.•...P-QNAl:.D.?'O'liJ . Deceased Late of .......E.WASHINGTON. .:. County of lrJASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ...--:..:J ',' ,.. p .~ .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS. HARRISBURG.PENNA.17127 .q>MMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE :f..~~.!:.':l:c:l::z.:.y..7..!.~.?§..?.. COUNTY !~.~.~~~~~.'??; FILE NO..93.::.9$::.9..5.7._.. Whereas..Laura M.,.P.9.n~~g.:?.9.D:...9.-.!~/~late of ~.~~~~.~~~~~.?~. in the County of ~{.~.~.h.~g~9P.:Commonwealth of .Pennsylvania.having died on the 7 ~.h day of 4~y 19.~.?seized E.nd possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I rl.,.Jl,G.h.~[@.y an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest I Description of Asset Unit Appraisement Values Made for InheritanceTaxPurpOses $ REALTY:Un 1/3 interest in vacant lots situate in the , I Undivided Borough of East Washington,Washington County,Pa., fronting 120 ft.on Hemlock Alley and eItending 196.9 ft. to small run.300.00 300 00 PERSONALTY: Pittsburgh Homes Savings &Loan Assoc.10,000.00 First federal Savings &Loan,Washington 9,000.00 Checking Acct.-Mellon National Bank &Tr.Co.670.43 Household Fnnniture 233.00 Interest in Estate of Ralph R.McIlvaine,Decld.5.000.00 , 2lL.903.43 24.903 43 i ,JT.HELD: In names of deceased and James R.Donaldson,son 25 shared Duquesne Litgh Co.,Common Stock '7?~rs~.;J) 10 Shares \'lest Ri1 Penn Power ,Pfd.Stock 268.75 In Names of deceased and Margaret B.Donaldson 25 shares Duquesne Light Co.,common stock 275.00 15 shares West Penn Power,Pfd.St·ock 553.13 1,671.88 1,671 88 Total 26,875 31 fonn~;V:fhbl::::rh~w~aCCO~~~~:~a~:re~~~~~e~~~..:~e~~~~n~? ~2_'~-~'::,b mber and Stnet) ....................~.../--/"..(,.............................................................Penna..d (Poet Oftlee) .- ·WA$.I:I:i:.IiJG'I'QIiJ..............................County RESIDENT INHERITANCE TAX APPRA;lSEMENT Estate of .............................LAUR.A...J1.•.....PQNA..LP.$'ON.9,/k/9,. Deceased. Late of E.WASHINGTON................................................................................. Date of Death,~.~y.:Y...7.'-.J:.9~.~.. Appraisement Docket Vol.,')7 .. Page,:1:2..:1:::::4 N o ~?:.:~~::??..7..~.. Filed in Register's Office,;f..~):;n::~:Y,~y 6.."..19..6.9 . Anwtfnl ~f tax due,$. DEPARTMENT OF REVENUE Received, Exa'/tl,ined and Approved,.. Wrote abo.ut Appraisement, Appeal j,.om Appraisement,.. Entered and charged, SlllfA ;10 H31Sm3~ONI~V't'1113SSml VS :6 WV'16 HdV G961 03ll:~ •" Form RC C -10 •DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS OF _..:.:W=AS=HI=Nc:G-=TO=N_._---'-COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT'O"F DEBTS AND DEDUCTIONS THE SUM OF $269.9 56.. ESTATE OF LAURA M.DONALDSON LATE OF the Borough of East Washington DATE OF FILING APPRAISEMENT January 28th,1969 DATIi OP DEATH .Tu]y 7th,]968 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~'IIf 7-16",68 Russell Marino,Register Letters Testamentarv 17 00 7-22 ·68 Russell Marino.Ree:ister 1 Short Certificate 1 00 8-7 68 Wash.County Reports Advertising Letters 14 00 I 8-71-68 Observer Publishing Co.Advertising Letters 14 00 I 1-?~onq Russell Marino Filing Inventorv &Bal.on Lettel s 6 50 Edith L.Dague Notary 6 00 Russ e11"Mardmo J Register Filing Account 16 00 7-221-68 Annex Pharmacy Drug Bill .14 46 7-12 ,68 Mvrtle E.Welsh Practical Nurse 150 00 .7-%.68 Piatt Funeral Home Funeral Bill 1 438 10 8-71-68 M.W.Graham House Call 10 00 1-21-69 Margaret B.Donaldson Family Exemption 1.000 00 7-221-68 Russell Marino.Agent .....~~J V\T 9-12 68 Gertrude Hatha~-1av Rental of Invalid Chair 25 00 11-q .n~Kurtz Monument Co.Marker 110 00 1-2 69 "..:I TT JJ _..Balance sf Pled~e ?n 00 Costs certification of I eal estate 11 50 A....J.a ...•__...'L-.....1.._-lin nn.-~" ---+---+--+--------_----:._----+-------------~---+--- TOT A L ----------- COMMONWEALTH OF PENNSYLVANIA HEREBY CERTIFY.THAT.TO THE BEaT OF COUNTY OF WASHINGTON I.James R.Donaldson., MY KNOWLEDGE :~!'IO BELIEF.'TH,E FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPE~SES AND EXPENSES OF ADMINISTRATION,SUBMITTED fer"THE ESTATE OF LAURA M.DONALDSON DECEASED.AS DEDUCTIONli FOR INHERITANCE'TAX PURPOSES.~';c7~~~. -._~-~~.e.,.,..(L.6.' SWORN AND 8UBSCRIBED BEFORE Mil!:THIS 20th DAY Of"•~-h):III M- ,.........,-~".....~~)--f.(-1/1'1~..Ii / ,-V'-l {,n"\l'.~L DAGUE,Notary I'u~nc••nfrh v •1.Pa,.,~"n.(;.",n Washington Coun y,.'j_O...ll.1 J7 ,[\-1 ••~'lVJgl:'!Commicslon Er.pll'es .ar.:co, { Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949018 OFFICIAL RECEIPT No Transfer Inheritance and Estate Tax ,File No-63-68-951 July 22,faDate1__WASIlINGTON.Office REGISTER OF WILLS.PalWASJUNGTOl~ County,ss:James R..Donaldson &f.lGrgaret DonaldsonReceivedfromLAURAM.DONALDSON(ExecutorM.~~~of the estate of who died 'July 7 19 68,the sum of NINETY-FIVE and no/100 ....'"'f .......,p Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computati,on of Tax ". Real Estate Tax on 4;5%$Date ValuatiQIl . $Tax on $10%$ On Aecoune 6~q 100.00· $Tax on $$ Total $Tax on $15%$ PersonCtI Properly Exemptions *$ Date Valuation.Total Estate $..$I $Total Tax $ Total~:$Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax ifpaid 5.00 Administration $within 3 months after date of death $ Clear Value-of Estate $INOOMPLE'fB Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$.- 'Add interest at the rate of %'19__$fromEstateTaxAssessmentsto'$Date 19__$95..00Total$19__$,*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:•In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended the life tenant or tenant for r,ears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional Itl~~,tax may be legally due and collectible for any reason whatsoever. 'tl/";'',',N'.'~':;A:-'~~·1J[RjD [F>[LD ©£1J[E 37-131-4 NOTE,This Triplicate Receipt to be retained by the Register of Wills and filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORYS,INC.,ELMIRA.R.Y. FORM RCC-4-RI .TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Doc}tet 31 Page 131 I jne,_4"--__ Estate of I·AlmA Me DONALDSON omCE OF REGISTER OF WILLS wasttINGmN~Pa. Date .July 22.19 68 SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSELL llARlfiO Register of ·Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills alI duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money with the amount receipted lor.The original of each suchreceipt·shall be signed and sealed by the Register ofWilIsandtransmittedtotheexecutororadministrator. whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below·name and.address of person to whom tax receipt is delivered: I A~V l'A~S R.DONALDSON 814 flASHINGTON TRUST 8Ult1)IRG L .WASR1NGYON,PENNSYLVANIA 15301 -'